Automatic task generation
Turn ideas or meeting outcomes into action items in seconds, so deals move forward automatically.
Speed up your sales process with monday CRM
Make your sales process more efficient with smart automations, real-time insights and a CRM that grows with your team.
Optimise every step of the sales process
Stay one step ahead with AI that helps you create tasks, write emails, generate content and make sense of your numbers.
Lead management
Collect leads from every source, centralise and qualify each lead in one place, and score them automatically against your own criteria.
Deal management
Adjust your pipeline without a developer, drag deals between stages, automate manual work and easily track every contact interaction.
Account management
Get a 360° view of your customers. Keep track of contact and account details, log activities and send emails, all from one place.
Post-sales management
Manage your post-sales activities in one place, so you stay on top of client projects, payment tracking and more.
Sales operations
Plan and speed up your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Save time with automations
Win more deals by automating repetitive tasks. Assign leads automatically, set reminders, get notified when emails are opened and more.
Manage everything, wherever you are
With a dedicated mobile experience you can manage your pipeline on the go and always stay up to date. Logging calls, checking reports and adding new activities are just a few of the actions available in a single tap.
Connect all your favourite tools
Bring all your essential processes and data together in monday CRM for the smoothest workflows. Who says you can't keep your apps and use them too?
Work smarter with AI
Stay one step ahead with AI that helps you create tasks, write emails, generate content and make sense of your numbers.
Generate content and summarise
Create professional content for every stage of the sales cycle, or summarise anything, from a call transcript to meeting notes.
Compose emails and rephrase them
Quickly create any type of email, or use smart template suggestions for emails that always strike the right tone.
Build formulas
Expert or not, easily set up formulas for even the most complex reporting needs in your pipeline, simply in your own words.
Seven companies, one truth, one CRM.
Reliance has seven IT companies, each with its own Autotask environment.Campaigns ran everywhere, but insight was missing.Thanks to monday CRM they now see one truth: which business campaigns really make an impact across all the companies.
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